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COVID-19


enduring inflation peaks and recessions
Does it feel like life is getting more expensive and your dollars buy less than they used to?
Mariah Cherne
Nov 2, 20223 min read


avoid potentially hazardous shortcuts!
Missing just a few days of the market’s best days can significantly hurt investment returns.
intellicents
May 11, 20201 min read


don't abandon your journey
Many are tempted to stop their contributions when the road gets rough, but this can actually turn out to be the best time to invest.
intellicents
May 11, 20201 min read


don't touch your face!
If you are currently invested in the stock market, you’re likely seeing your retirement account down more than 20%…
intellicents
May 11, 20201 min read


intellicent insight from our CEO on COVID-19
I thought we had this taken care of last Thursday when our Leadership Team met to further set forth our strategy and policy regarding...
intellicents
May 11, 20202 min read


an important note from intellicents on COVID-19
As the novel coronavirus (COVID-19) outbreak is now directly impacting all our communities, we want to connect directly with you...
intellicents
May 11, 20203 min read


giving directions to the right road for you
Your advisor’s job is to help you define your dreams, develop a roadmap to get there, weatherproof your investment portfolio...
intellicents
May 11, 20201 min read


welcome to dream-based investing
What the “Corona Crash” has taught us all, is those who have a plan don’t just dream, they make it happen by being better prepared...
intellicents
May 11, 20201 min read


the best investors are good fishermen
What’s it take to be a good fisherman? ... patience!
intellicents
May 11, 20201 min read


create a memorable ride
The last 20 years have been breathtaking for investors, producing extreme highs and lows for both performance and emotions.
intellicents
May 11, 20201 min read


rebalancing your journey
Let’s look at someone who elects to have a moderate portfolio approach and their rebalancing journey.
intellicents
May 11, 20201 min read


putting your contributions on cruise control
Many investors worry about whether “it’s a good time” to be taking an investment trip, often resulting in sitting in the garage for months -
intellicents
May 11, 20202 min read


take emotions out of your investment journey
Now, more than ever, news can cause investors to make emotional decisions.
intellicents
May 11, 20201 min read


choose your own adventure
It’s all about choosing the asset allocation that fits your taste for risk and return expectations.
intellicents
May 11, 20202 min read


take the long road
Despite periods of short-term decline, the market’s recovery over the long term has tended to reward those who remain invested.
intellicents
May 11, 20202 min read


After Weeks of Holding Firm, Global Stocks Plunge over 3% on February 24 as Coronavirus Fears Spread
We felt it would be helpful to provide some perspective on other major global health events to help assess potential market impact.
Mariah Cherne
Feb 26, 20205 min read


critical "intellicents" on the SECURE Act
The most sweeping pension legislation since the passage of The Pension Protection Act of 2006 was signed into law December 20, 2019.
Mariah Cherne
Dec 30, 20192 min read
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